All your client information in one place
Store client information in one place. See event attendance history, view communications sent, monitor the value of orders placed, track leads, manage key contacts, record notes, and assign tasks. It’s your fully featured Customer Relationship Management (CRM) tool.
Record notes on contacts and organisations and create associated tasks. Assign tasks to other people in your organisation to complete and manage and track your own tasks. Learn more
Add flags to contacts and organisations so that a special note is displayed when you open the record or add them to an order. Learn more
Record learning outcomes
Record and track attendance, course completion, grades, and results. Produce reports for the individuals and for their manager, department, or organisation.
Capture interest for an event or service you offer
Arlo’s lead management feature allows people to register their interest in an event. When there are enough people interested, schedule the event and ask people to register. You can also capture interest for private course. Learn more
Run campaigns to promote events
Run targeted campaigns to promote a specific event or another service. Build prospect lists based on contact information and previous event attendance. Then create and send your email and track the results. Learn more
Add additional fields to contacts, organisations, and other entities. Include these fields on your website registration form to capture the information when a person registers for a course or event. Learn more
Account management tools
Arlo offers a range of tools to help you manage your clients. You can assign organisations to a sales person and record a sales person on a lead or order. Sales staff can run reports that display activity within their accounts such as event registrations, orders, leads, tasks, and notes. Learn more
Automatically builds your database
Arlo automatically builds and maintains client information for you. When a person registers for an event on your website, Arlo matches the contact with an existing record in the database and updates the details. If the contact doesn’t already exist, a new record will be added. Arlo can also automatically link contacts based on their email address. Learn more
Manage sales opportunities
Manage and track each of your sales opportunities. Give them a rating, record the value and estimated close date, store quotes and proposals, and record notes and tasks.
Store documents against contacts and organisations. Your team will then be able to access and download them online anywhere and anytime. Learn more
Prevents and resolves duplicates
As a person enters their organisation’s name during the website registration progress, Arlo displays a list of possible matches to choose from to prevent a duplicate from being created. If a duplicate is created, no problem: Arlo allows you to easily merge the records and will copy all associated items from both records. Learn more
View a log of all communications sent via the system and forward or re-send if necessary.
Arlo’s powerful search tool allows you to find what you are looking for fast. It intuitively ranks your results and includes helpful links to associated items such as current event registrations.